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Building 2OAKWOOD COUNSELORS INC

Map pinMORGANVILLE, NJ
Phone732-536-9552
NotebookSEC #801-9459
Total AUM
$36.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 HWY NINE
MORGANVILLE
NJ 07751
USA
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
732-536-9552

ReceiptFinancials

Total AUM
$36.5M
Accounts
112
Discretionary
$35M
Accounts
108
Non-Discretionary
$1.5M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLMDNJNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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